Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action: A. Amount to be deposited into the trust (estimate if not certain): $ B. Will there be a structured settlement? C. Will there be a Court ordered settlement? ☐ Yes ☐ No D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ No X. Xxxx qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ No
Appears in 3 contracts
Samples: First Party Pooled Special Needs Trust Joinder Agreement, First Party Pooled Special Needs Trust Joinder Agreement, First Party Pooled Special Needs Trust Joinder Agreement
Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action:
A. Amount to be deposited into the trust (estimate if not certain): $
B. Will there be a structured settlement?? ☐ Yes ☐ No
C. Will there be a Court ordered settlement? ☐ Yes ☐ No
D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ No
X. Xxxx E. Will qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ No
Appears in 1 contract
Samples: First Party Pooled Special Needs Trust Joinder Agreement
Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action:
A. Amount to be deposited into the trust (estimate if not certain): $
B. Will there be a structured settlement?? ☐ Yes ☐ No
C. Will there be a Court ordered settlement? ☐ Yes ☐ No
D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ NoNo ☐
X. Xxxx qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ Noof
Appears in 1 contract
Samples: First Party Pooled Special Needs Trust Joinder Agreement